Appleton Partners Inc Ishares Tr Transaction History

Appleton Partners Inc

$1.41 Billion
Q2 2025

A detailed history of Appleton Partners Inc transactions in Ishares Tr stock. As of the latest transaction made, Appleton Partners Inc holds 6,184 shares of DVY stock, worth $873,242. This represents 0.06% of its overall portfolio holdings.

Number of Shares

6,184

Previous 6,184 -0.0%

Holding current value

$873,242

Previous $830,000 1.08%

% of portfolio

0.06%

Previous 0.06%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 03, 2023	BUY	$107.44 - $118.16 $664,408 - $730,701	6,184 New	6,184 $666,000
Q4 2020 Jan 19, 2021	SELL	$81.33 - $97.54 $242,932 - $291,351	-2,987 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$69.37 - $91.69 $4,370 - $5,776	-63 Reduced 2.07%	2,987 $241,000
Q1 2020 May 04, 2020	SELL	$62.67 - $107.3 $62,293 - $106,656	-994 Reduced 24.58%	3,050 $224,000
Q4 2019 Jan 13, 2020	SELL	$98.25 - $105.76 $19,060 - $20,517	-194 Reduced 4.58%	4,044 $427,000
Q2 2019 Jul 25, 2019	BUY	N/A	4,238 New	4,238 $422,000
Q4 2018 Jan 17, 2019	SELL	N/A	-2,472 Closed	0 $0
Q3 2018 Oct 09, 2018	BUY	N/A	284 Added 12.98%	2,472 $247,000
Q2 2018 Aug 08, 2018	SELL	N/A	-3 Reduced 0.14%	2,188 $214,000
Q1 2018 Apr 11, 2018	SELL	N/A	-635 Reduced 22.47%	2,191 $208,000
Q3 2017 Oct 12, 2017	BUY	N/A	2,826	2,826 $265,000

Others Institutions Holding DVY

# of Institutions

1,474

Shares Held

70.8M

Call Options Held

1.13M

Put Options Held

114K

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About ISHARES TR

Ticker DVY
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Appleton Partners Inc Ishares Tr Transaction History